2026 Evolve Compensation Calendar

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• Evolve Compensation Timeline

  This is the static compensation schedule for Evolve clients. QUARTER ENDING DETAILS DISTRIBUTED* PAYMENT DISTRIBUTED** ADDITIONAL REQUIREMENTS March 31 July July 31 June 30 October October 31 Signed Annual Compliance Attestation September 30 January ...

• 2025 Client Compensation Calendar

  Mutual Group pays clients on a bi-monthly schedule. There are two distinct Revenue and Expense Statement periods for Hybrid and Advisor. All corresponding direct deposits will be processed no later than five business days after the last day of a ...

• 2026 Client Compensation Calendar

  Mutual Group pays clients on a bi-monthly schedule. There are two distinct Revenue and Expense Statement periods for Hybrid and Advisor. All corresponding direct deposits will be processed no later than five business days after the last day of a ...

• 2026 Client Compensation Calendar: Hybrid

  Mutual Group pays clients on a bi-monthly schedule. There are two distinct Revenue and Expense Statement periods for Hybrid and Advisor. All corresponding direct deposits will be processed no later than five business days after the last day of a ...

• 1Q2026 Billing and Advisor Compensation and Reporting Timeline - Quarterly Schedules

  Attached is the Billing and Advisor Compensation Timeline for advisors on quarterly fee billing schedules. This details the events that will take place: Investor Client Forecasting Reports publishing dates Revenue and Expense Statement publishing ...